ACRNX vs. SPY
Compare and contrast key facts about Columbia Acorn Fund (ACRNX) and SPDR S&P 500 ETF (SPY).
ACRNX is managed by Columbia Threadneedle. It was launched on Jun 10, 1970. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACRNX or SPY.
Correlation
The correlation between ACRNX and SPY is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ACRNX vs. SPY - Performance Comparison
Key characteristics
ACRNX:
-0.11
SPY:
0.54
ACRNX:
-0.06
SPY:
0.90
ACRNX:
0.99
SPY:
1.13
ACRNX:
-0.11
SPY:
0.57
ACRNX:
-0.40
SPY:
2.24
ACRNX:
10.28%
SPY:
4.82%
ACRNX:
25.01%
SPY:
20.02%
ACRNX:
-87.19%
SPY:
-55.19%
ACRNX:
-25.59%
SPY:
-7.53%
Returns By Period
In the year-to-date period, ACRNX achieves a -11.03% return, which is significantly lower than SPY's -3.30% return. Over the past 10 years, ACRNX has underperformed SPY with an annualized return of 6.02%, while SPY has yielded a comparatively higher 12.33% annualized return.
ACRNX
-11.03%
16.91%
-15.10%
-2.62%
4.35%
6.02%
SPY
-3.30%
13.81%
-4.52%
10.65%
15.81%
12.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ACRNX vs. SPY - Expense Ratio Comparison
ACRNX has a 0.83% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
ACRNX vs. SPY — Risk-Adjusted Performance Rank
ACRNX
SPY
ACRNX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Acorn Fund (ACRNX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ACRNX vs. SPY - Dividend Comparison
ACRNX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACRNX Columbia Acorn Fund | 0.00% | 0.00% | 0.00% | 5.30% | 26.17% | 13.28% | 11.43% | 13.87% | 23.63% | 39.09% | 63.48% | 17.56% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
ACRNX vs. SPY - Drawdown Comparison
The maximum ACRNX drawdown since its inception was -87.19%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ACRNX and SPY. For additional features, visit the drawdowns tool.
Volatility
ACRNX vs. SPY - Volatility Comparison
Columbia Acorn Fund (ACRNX) and SPDR S&P 500 ETF (SPY) have volatilities of 12.08% and 12.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.